All figures except my Jeep value are generated from Mint.com.
After experiencing a brutal 9.2% S&P decline in December, the markets bounced back big time climbing 7.9% in January! This is the best January since 1987!!
After experiencing a brutal 9.2% S&P decline in December, the markets bounced back big time climbing 7.9% in January! This is the best January since 1987!!
The market definitely helped my portfolio in a major way. My net worth gained just under $23,000. When you are retired and have no traditional employment income it's nice to see these types of months.
While I had my lowest spend month in December, my property taxes and yearly auto insurance were due in January making it my most expensive month since I retired. Also January is the first month since August that I didn't receive some sort or credit card rebate. I have been averaging about $400 a month since September. I could receive about $1,000 in rebates in February depending on payouts.
I lowered my Jeep value $2,000 from 21,500 to $19,500. I'll probably drop it down to $17,500 around the middle of the year. My home dropped about $1500 as well.
After goofing off during my first six months of retirement, I've been more focused on building up my dividend portfolio, CD income, and credit card churning. I came real close to receiving $1,000 in passive income from taxable and retirement accounts in January. I don't consider credit card bonus points income. I account for them as expense reduction. It really doesn't matter, net worth is net worth.
Anyway, here are January's numbers.
Assets
Checking --- $1944
Savings/Investments --- $359,979
Lending Club --- $2,182
HSA --- $2,644
IRA --- $9,719
401K --- $354,134
2014 Jeep Wrangler --- $19,500
House --- $142,466
Liabilities
$4954
Net Worth
$887,560
YTD Totals
2019
Jan 2019 --- $887,560
2018
Jan 2018 --- $917,116
Feb 2018 --- $910,667
Mar 2018 --- $909,746
Apr 2018 --- $903,416
May 2018 --- $889,032
Jun 2018 --- $893,278
Jul 2018 --- $892,002
Aug 2018 --- $896,619
Sep 2018 --- $899,763
Oct 2018 --- $876,927
Nov 2018 --- $891,402
Liabilities
$4954
Net Worth
$887,560
YTD Totals
2019
Jan 2019 --- $887,560
2018
Jan 2018 --- $917,116
Feb 2018 --- $910,667
Mar 2018 --- $909,746
Apr 2018 --- $903,416
May 2018 --- $889,032
Jun 2018 --- $893,278
Jul 2018 --- $892,002
Aug 2018 --- $896,619
Sep 2018 --- $899,763
Oct 2018 --- $876,927
Nov 2018 --- $891,402
Dec 2018 --- $864,613
2017
May 2017 --- $835,009
July 2017 --- $851,904
Aug 2017 --- $860,072
Sept 2017 --- $869,374
Oct 2017 --- $887,033
Nov 2017 --- $897,145
Dec 2017 --- $914,266
There is no down time when building a path that doesn't lead back to ZERO
2017
May 2017 --- $835,009
July 2017 --- $851,904
Aug 2017 --- $860,072
Sept 2017 --- $869,374
Oct 2017 --- $887,033
Nov 2017 --- $897,145
Dec 2017 --- $914,266
There is no down time when building a path that doesn't lead back to ZERO
Fantastic. That's a very nice rebound. Losing near 10% in the first place is not a nice feeling.
ReplyDeleteBHL,
DeleteJanuary has literally be a complete reversal from December. For the last several years buying during corrections has paid off!
MDP
I lowered my Jeep value $2,000 from 21,500 to $19,500. I'll probably drop it down to $17,500 around the middle of the year. My home dropped about $1500 as well.Adam Sandler Net Worth
ReplyDeleteWow, it's crazy to see how net worth grow in the market that quickly and that dramatically. If you want to reinvest your dividend stocks you will see that type of growth as well.
ReplyDeletehttps://wealthyretirement.com/dividend-reinvestment-calculator/
Hello Everybody,
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